See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,548 | $95,266-36.4% | $82,389-26.5% | $142,382-57.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.17% | 25.74%-8.6pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,806 | $2,991+27.2% | $2,517+51.2% | $4,299-11.5% |
| Participant deferral / active EE | $9,609 | $4,809+99.8% | $4,155+131.3% | $6,507+47.7% |
| Admin fee / account holder | $5,626 | $8,563-34.3% | $7,231-22.2% | $12,624-55.4% |